Cetera Investment Advisers
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Cetera Investment Advisers’s ProShares Large Cap Core Plus CSM Stock Holding History

Cetera Investment Advisers’s Portfolio CSM Stock Details CSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.49M Buy
33,259
+431
+1% +$33.8K ﹤0.01% 2087
2025
Q4 		$2.62M Sell
32,828
-2,899
-8% -$226K ﹤0.01% 1987
2025
Q3 		$2.74M Buy
35,727
+22,676
+174% +$1.66M ﹤0.01% 1903
2025
Q2 		$920K Sell
13,051
-1,511
-10% -$98.6K ﹤0.01% 2449
2025
Q1 		$928K Buy
14,562
+8
+0.1% +$534 ﹤0.01% 2321
2024
Q4 		$963K Buy
14,554
+982
+7% +$65.7K ﹤0.01% 2187
2024
Q3 		$887K Buy
13,572
+983
+8% +$61.7K ﹤0.01% 2206
2024
Q2 		$781K Sell
12,589
-1,460
-10% -$87.3K ﹤0.01% 2252
2024
Q1 		$853K Buy
14,049
+8,214
+141% +$471K ﹤0.01% 2202
2023
Q4 		$320K Hold
5,835
– – ﹤0.01% 1754
2023
Q3 		$285K Hold
5,835
– – ﹤0.01% 1763
2023
Q2 		$298K Buy
5,835
+193
+3% +$9.32K ﹤0.01% 1760
2023
Q1 		$269K Hold
5,642
– – ﹤0.01% 1763
2022
Q4 		$253K Buy
+5,642
New +$257K ﹤0.01% 1765
2022
Q3 		– Sell
-5,642
Closed -$252K – 1768
2022
Q2 		$252K Hold
5,642
– – ﹤0.01% 1538
2022
Q1 		$304K Hold
5,642
– – ﹤0.01% 1467
2021
Q4 		$314K Hold
5,642
– – ﹤0.01% 1467
2021
Q3 		$283K Sell
5,642
-512
-8% -$26.2K ﹤0.01% 1474
2021
Q2 		$306K Hold
6,154
– – ﹤0.01% 1405
2021
Q1 		$281K Hold
6,154
– – 0.01% 1287
2020
Q4 		$260K Buy
+6,154
New +$246K 0.01% 1317

Other funds holding CSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers's CSM Position: Q1 2026 in Review

Cetera Investment Advisers increased its ProShares Large Cap Core Plus (CSM) stake by 1.3% in Q1 2026, buying an estimated $33.8K and bringing the position to 33,259 shares worth $2.49M. The position accounts for ﹤0.01% of the portfolio, ranked #2087.

Cetera Investment Advisers first reported a position in CSM in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.74M in Q3 2025. 101 funds tracked by Wall St. Rank hold CSM as of Q1 2026.

  • Cetera Investment Advisers held 33,259 shares of ProShares Large Cap Core Plus worth $2.49M as of Q1 2026.
  • Cetera Investment Advisers bought 431 ProShares Large Cap Core Plus shares in Q1 2026, an estimated $33.8K.
  • ProShares Large Cap Core Plus made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2087 holding.
  • Cetera Investment Advisers first reported a position in ProShares Large Cap Core Plus in Q4 2020 and has held it in 21 quarters since.
  • Cetera Investment Advisers's ProShares Large Cap Core Plus position peaked at $2.74M in Q3 2025.
  • 101 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.